Organizers
for clients using
Filing Status Optimization

When you use the
Filing Status Optimization
tool, it doesn't divide
Organizer
data when creating new, separate 1040 returns. This means you can't enter
Organizer
data directly into the new client files.
Follow these steps to manage separate returns without losing any initial data.
  1. Create a copy of the original return.
    1. Select
      File
      , then
      Save As
      .
    2. Rename the client for the new file.
  2. In the new copy, manually remove the spouse's information from the return.
Organizer
data entry is available if you proforma any of the married filing separate clients into next year's version of the application.
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